Top Skills Required:
Portfolio Management
Wealth Management
Someone who has done support before/ Program Management
Flair for tech like AI (beyond just prompting), cloud (basic aws cloud stuff), data experience (SQL – write basic queries)
Requirements Provided:
Strong wealth management domain expertise across client experience, advisor experience, CRM, financial planning, portfolio management, trading, rebalancing, performance reporting, custody, and back-office operations
Experience supporting HNW/UHNW or private wealth businesses
Own product vision, roadmap, backlog, prioritization, user stories, acceptance criteria, and release planning
Translate business needs into clear product capabilities, workflows, and delivery requirements
Work directly with client, household, account, position, transaction, cash flow, performance, and activity data
Hands-on experience with SQL, Excel, BI, analytics, or data exploration tools
Identify and shape AI and generative AI use cases for advisors, clients, operations, and service teams
Use AI tools for discovery, requirements, analysis, prototyping, testing, and documentation
Experience with rapid prototyping using AI, low-code, no-code, or design tools
Understanding of AI-first SDLC practices and responsible AI considerations
Partner with business, design, architecture, engineering, data, QA, and operations teams
Lead workshops, backlog refinement, sprint planning, demos, UAT, and release readiness
Strong stakeholder management and executive communication skills
Ability to manage milestones, dependencies, risks, issues, and cross-team coordination
Experience working in an onshore-offshore delivery model across multiple time zones
Ability to provide strong domain context and clear direction to engineering teams
8+ years of product management, product ownership, consulting, or business analysis experience
5+ years of relevant wealth management or financial services experie
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